Salesforce Lead/ Solution Architect
Job Description
Job Title: Salesforce Lead/ Solution Architect - FSC SME
Location: Remote (NYC preferred)
Duration: 3 months with possible extensions (Contract to hire)
Job Summary:
Job Description: Financial Services Cloud (FSC) SME – Banking
Role Overview
We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain.
This role blends:
Deep banking domain expertise
Strong Salesforce FSC solutioning
Ability to independently drive requirements and client priorities
Experience leading global (onshore–offshore) delivery teams
Key Responsibilities
Client Engagement & Advisory
Act as a trusted advisor to business and technology stakeholders
Lead discovery workshops, design sessions, and roadmap discussions
Translate business goals into platform-aligned transformation strategies
Help define and prioritize client initiatives, KPIs, and success metrics
Requirements & Solution Leadership
Independently drive end-to-end requirement gathering (business, functional, process)
Define to-be operating models and customer journeys across banking domains
Design scalable solutions leveraging:
Financial Services Cloud
Service Cloud
Salesforce Data Cloud
Ensure alignment across process, data model, integrations, and user experience
Banking Domain Expertise
Apply strong knowledge of:
Retail & commercial banking
Wealth management & client servicing
Lending lifecycle (origination to servicing)
KYC, onboarding, and compliance workflows
Leverage FSC capabilities for:
Customer 360 & householding
Relationship management
Financial accounts & interactions
Regulatory and servicing processes
Delivery Leadership (Onsite–Offshore Model)
Lead distributed teams (onshore + offshore pods) across design and delivery
Drive backlog prioritization, sprint planning, and execution governance
Ensure delivery aligns with business outcomes, timelines, and quality standards
Mentor and guide architects, developers, and analysts
Stakeholder & Program Governance
Engage with senior client stakeholders to align priorities and trade-offs
Provide program-level oversight, risk management, and escalation handling
Track and communicate value realization and ROI
Transformation & Innovation
Drive adoption of AI/Agentforce-led service models
Identify opportunities for automation, productivity gains, and CX improvement
Contribute to building reusable assets, accelerators, and industry solutions
Qualifications
Required Qualifications
10–15+ years of experience in Salesforce and digital transformation programs
5+ years of hands-on experience with: Financial Services Cloud
Strong experience in banking / financial services domain
Proven ability to: Lead client workshops independently
Drive requirements end-to-end without supervision
Manage global delivery teams
Preferred Qualifications
Salesforce certifications (FSC, Service Cloud Consultant)
Experience with API-led integrations (e.g., MuleSoft)
Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
Experience in large-scale transformation programs ($5M+ deals)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Apply To This Job
Job Title: Salesforce Lead/ Solution Architect - FSC SME
Location: Remote (NYC preferred)
Duration: 3 months with possible extensions (Contract to hire)
Job Summary:
Job Description: Financial Services Cloud (FSC) SME – Banking
Role Overview
We are looking for a Financial Services Cloud (FSC) SME with strong client-facing, requirements leadership, and delivery management capabilities to drive end-to-end Salesforce transformations in the banking and financial services domain.
This role blends:
Deep banking domain expertise
Strong Salesforce FSC solutioning
Ability to independently drive requirements and client priorities
Experience leading global (onshore–offshore) delivery teams
Key Responsibilities
Client Engagement & Advisory
Act as a trusted advisor to business and technology stakeholders
Lead discovery workshops, design sessions, and roadmap discussions
Translate business goals into platform-aligned transformation strategies
Help define and prioritize client initiatives, KPIs, and success metrics
Requirements & Solution Leadership
Independently drive end-to-end requirement gathering (business, functional, process)
Define to-be operating models and customer journeys across banking domains
Design scalable solutions leveraging:
Financial Services Cloud
Service Cloud
Salesforce Data Cloud
Ensure alignment across process, data model, integrations, and user experience
Banking Domain Expertise
Apply strong knowledge of:
Retail & commercial banking
Wealth management & client servicing
Lending lifecycle (origination to servicing)
KYC, onboarding, and compliance workflows
Leverage FSC capabilities for:
Customer 360 & householding
Relationship management
Financial accounts & interactions
Regulatory and servicing processes
Delivery Leadership (Onsite–Offshore Model)
Lead distributed teams (onshore + offshore pods) across design and delivery
Drive backlog prioritization, sprint planning, and execution governance
Ensure delivery aligns with business outcomes, timelines, and quality standards
Mentor and guide architects, developers, and analysts
Stakeholder & Program Governance
Engage with senior client stakeholders to align priorities and trade-offs
Provide program-level oversight, risk management, and escalation handling
Track and communicate value realization and ROI
Transformation & Innovation
Drive adoption of AI/Agentforce-led service models
Identify opportunities for automation, productivity gains, and CX improvement
Contribute to building reusable assets, accelerators, and industry solutions
Qualifications
Required Qualifications
10–15+ years of experience in Salesforce and digital transformation programs
5+ years of hands-on experience with: Financial Services Cloud
Strong experience in banking / financial services domain
Proven ability to: Lead client workshops independently
Drive requirements end-to-end without supervision
Manage global delivery teams
Preferred Qualifications
Salesforce certifications (FSC, Service Cloud Consultant)
Experience with API-led integrations (e.g., MuleSoft)
Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing)
Experience in large-scale transformation programs ($5M+ deals)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Apply To This Job